Preserve

Wealth management is more than selecting investments. What are your long-range plans? Have you established legacy goals? What about finding innovative ways to manage investment, tax, and estate-based risks? Washington Trust offers a full range of fiduciary services to help you navigate the complex and often emotional decisions that come with protecting your assets for future generations.

How do you extend your legacy into future generations in the most tax-efficient manner possible? Washington Trust will work with you to define your goals, and offer an array of trust and tax services to help you achieve them.

Who will manage your estate, and how will your assets be protected and distributed to your beneficiaries? Washington Trust offers independent, professional estate settlement services, including serving as trustee and executor of your estate. Our experts will strive to work with your legal and accounting advisors to successfully implement your strategies.

Do you own a family business? Are you concerned about its future viability? Succession planning is crucial for your business' ongoing operation. We can work with you and your professional advisors to help analyze and plan for business transfer, ownership, compensation, and growth.

Are there unusual circumstances in your life and family that you need to address? From special needs trusts, to coordinating specialized insurance services and other asset protection vehicles, Washington Trust will help you develop strategies to protect and provide for your loved ones.

Washington Trust's dedicated team of pro-active wealth management advisors - many of whom hold specialized designations such as MBA, CPA, CFP, CFA, ChFC, CTFA, and/or JD - is committed to long-term relationships. To arrange an appointment at any of our offices or your home or business, please call 800-582-1076 or contact us.